Cloud9Ortho Release Notes

November 2012

 

New Features:

Company

New

Added an "Add" button to the lookup on the Company search screen

Financial

New

Added "Risk Code" to the Responsible Party and to reports and Data Miner

àRisk Code is related to the credit rating of the party

Financial

New

Added ageing for "Over 10" days and ability to apply late fees after 10 days

Financial

New

Added ability to integrate payments from OrthoBanc service

Financial

New

When closing the month, a busy indicator will keep you from starting it multiple times

History

New

Added an entry to the Patient’s History tab when you email an image

Imaging

New

Added ability to view images in a tab allowing the user to click to other tabs within C9O and Images remains Open

àThis is an App Preference that must be added by Support for offices wanting to utilize the feature.  Contact Support for activation

Imaging

New

Emailing images defaults to FROM the logged in employee’s email information, if address exists

àIf the Employee does not have email information on their profile, the practice email address is used

Letters

New

Added ability to Import and Export Questionnaires (to share)

Letters

New

Added merge fields:Tx Fee Amount, Discount Amount, Contract Subtotal

Letters

New

The Date a Letter was added to the Letter Queue now displays within the Letter Queue

Letters

New

Letters can now be added to the Letter Queue from Data Miner

Printing

New

Added the ability to rotate the address on an envelope

Scheduling

New

Added "Number of Appts" to bottom of schedule. Clicking on # shows breakdown of types

àWhen you view the Schedule, there is now an Appointment and Patient count at the bottom

àIf you click on this it will load a chart breaking down the appointment types

Statements

New

Added ability to include 10 day balances and apply late fees

Statements

New

Changed wording on bottom for amount due

Statements

New

Added ability to generate statements by Location

Statements

New

Added the aging to the Statements Queue

Receipts

New

added ability to customize the practice name/address that prints on payment receipts

People

New

Created an “other” tab on the profile of the People, which includes a text box for notes

 

CORRECTIONS:

Tracking

Fix

Editing the # of months or Estimated Completion Date (ECD) will update the other correctly and save

Setup

Fix

We changed the tab name from Library Editor to System Setup

Light Bar

Fix

Corrected the Elapsed and Remaining times from resetting when you Call the Doctor

Tooth Chart

Fix

Corrected problem that caused teeth marked Primary to appear blank on the Extraction Letter

Reports

Fix

Fixed issue causing the Production and Receipts totals to be missing from the Monthly Practice Monitor

Claims

Fix

A Claim Date is now required when adding a Claim to the Queue manually

Appointments

Fix

The user is prevented from typing beyond 100 characters on Appointment Notes

àExceeding the limit was preventing Appointments from being made

Chat

Fix

Fixed the blinking envelope when there is an incoming chat message

Employee

Fix

Employee birthday will save properly

Imaging

Fix

Corrected some image viewing issues to display the correct image

Imaging

Fix

Stopped asking if you want to SAVE after every auto-correct operation

Reports

Fix

Fixed Data Miner to handle blank dates after conversion

 

New Reports:   

**Permissions are not assigned to any employees when New Reports are created.  To give permission to the applicable Employees go to Edit on the top, blue toolbar, then to Setup, and then to Employees.  Choose the Employee then click Edit.  The permission boxes are on the right side of the Employee window.**

Report

Employee Time Card by Location

Report

New Patient Status

Report

Patients over Estimated Completion Date

Report

Referrals by Source

Report

Patient Statistical Profile

Report

Accounts Receivable **Modified to run by Location if needed**

Report

Contracts by Start Date

Report

Orthobanc Payments

Report

Patient Tray Covers

Report

Today’s Financial Report

Report

Patient Chart Labels